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TN Wealth Management’s Jerry Goodman and the Road to Wealth Management (Ep. 1)

TN Wealth Management’s Jerry Goodman and the Road to Wealth Management (Ep. 1)

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How does one firm stand out in terms of wealth management?

In this inaugural episode of The Organized Investor Pod-CLASS, Jerry Goodman, Managing Director of TN Wealth Management, shares his professional journey, starting from auditing at Price Waterhouse and being a financial controller at Wendy’s in Knoxville, leading him to his fulfilling role as an advisor. He discusses the uniqueness of his firm’s approach and how they consistently drive value for their clients.

Throughout this episode, Jerry covers:

  • His professional journey, marked by significant experiences and a transition into the financial sector 
  • The diverse clientele of the firm, spanning 40 states and multiple generations
  • The role of education in the firm, through the use of resources like this “pod class”
  • The firm’s investment strategy focusing on companies that raise their dividends
  • A glimpse into the firm’s succession plan to ensure service continuity
  • And much more!

Resources:

Connect with Jerry Goodman and Megan Hubbard: 

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The Organized Investor Pod-CLASS: Coming Soon

The Organized Investor Pod-CLASS: Coming Soon

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Welcome to The Organized Investor Pod-CLASS with Jerry Goodman and Megan Hubbard from TN Wealth Management. Think of these Pod-Classes as a College of Knowledge and the Curriculum is organizing your Investments, your Retirement, and your Affairs. Listening may materially improve your life in a number of ways, but for that to happen, it also takes an open mind, an interest to learn, and your trust in the information we’re sharing. We focus on what is relevant and will explain some things several times, in different ways, over multiple classes… to ensure you understand their importance.

The information is covered in a Circular Manner, so as long as you listen to 12 Pod-Classes in sequential order, you’ll have the knowledge and understanding to help you make more informed decisions. We constantly create new Pod-Classes to keep the information current and suggest you SUBSCRIBE to them so you’ll receive reminders to listen to the next one. We’ll cover a variety of issues in a way you should understand, and with the Tools & Information on our website… TheOrganizedInvestor.com … you can start getting organized RIGHT NOW

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